The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILENT TECHNOLOGIES INC COM 00846U101 24,265 284,432 SH   SOLE   284,432 0 0
ALCON INC ORD SHS H01301128 10,171 179,800 SH   SOLE   179,800 0 0
FAIR ISAAC CORP COM 303250104 16,358 43,658 SH   SOLE   43,658 0 0
GODADDY INC CL A 380237107 23,534 346,499 SH   SOLE   346,499 0 0
GS ACQUISITION HLDGS CORP COM CL A 36255F102 3,579 324,500 SH   SOLE   324,500 0 0
INSPERITY INC COM 45778Q107 31,761 369,146 SH   SOLE   369,146 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 15,893 345,758 SH   SOLE   345,758 0 0
LKQ CORP COM 501889208 29,629 829,952 SH   SOLE   829,952 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 13,359 82,900 SH   SOLE   82,900 0 0
SQUARE INC CL A 852234103 28,046 448,300 SH   SOLE   448,300 0 0
UNIVAR SOLUTIONS INC COM 91336L107 15,812 652,291 SH   SOLE   652,291 0 0
WABTEC CORP COM 929740108 14,315 184,000 SH   SOLE   184,000 0 0